Microsoft Dynamics 365 Sales Professional

Microsoft Dynamics 365 Sales Professional is the entry-level sales application in the Dynamics 365 Sales lineup. It supports account, contact, lead, opportunity, activity, product, quote, order and invoice management.

The application runs on Microsoft Dataverse and uses the Power Apps model-driven app framework. Microsoft describes Sales Professional as a sales automation option with a smaller entity set than Sales Enterprise. ([learn.microsoft.com](https://learn.microsoft.com/en-us/dynamics365/sales/overview?utm_source=openai))

Sales Professional supports lead and opportunity management, sales activities, customer records, products, price lists, quotes, orders and invoices. Users can also create dashboards, charts and reports for operational sales tracking.

Administrators can customize tables, forms, views, dashboards, charts and business processes through the app designer. Microsoft documents integrations with Microsoft Teams, LinkedIn Sales Navigator solutions, ZoomInfo and sample telephony scenarios. ([download.microsoft.com](https://download.microsoft.com/documents/en-us/dynamics365/pricing/Dynamics%20365%20Licensing%20Guide.pdf?utm_source=openai))

The service supports mobile access through Power Apps and Dynamics 365 mobile applications. Supported desktop access uses modern browsers including Microsoft Edge, Google Chrome, Mozilla Firefox and Safari. ([learn.microsoft.com](https://learn.microsoft.com/en-us/power-apps/limits-and-config?utm_source=openai))

Microsoft lists Dynamics 365 Sales Professional at $65 per user monthly when paid yearly. Pricing, taxes, regional availability and licensing terms can vary, so buyers should confirm current commercial terms on Microsoft’s pricing page.

Microsoft also offers a 30-day Dynamics 365 Sales trial. The trial requires a Microsoft work account and may request organization details and payment information during registration. ([microsoft.com](https://www.microsoft.com/en-us/dynamics-365/products/sales/pricing?msockid=34a341c669a461c232ef57b168166063&utm_source=openai))

Pros:

• Strong integration with Microsoft 365, Teams and the broader Power Platform.
• Dataverse provides a documented data model and REST-based Web API.
• Includes core sales automation, pipeline management and transaction records.
• Supports browser and mobile access across major operating systems.
• Offers configurable tables, forms, views, dashboards and business processes.

Cons:

• The Professional edition includes fewer entities and capabilities than Sales Enterprise.
• Advanced sales insights, conversation intelligence and several AI capabilities may require higher licensing or additional credits.
• Implementation and customization can require administrators or specialist partners.
• Independent reviewers report a learning curve and occasional interface complexity.

These limitations reflect Microsoft’s license comparison and public user feedback, rather than a product defect assessment. ([g2.com](https://www.g2.com/products/dynamics-365-sales/reviews?utm_source=openai))

Comparable products include Salesforce Sales Cloud, HubSpot Sales Hub, Zoho CRM and Pipedrive. Salesforce Sales Cloud is a broad enterprise CRM alternative. HubSpot Sales Hub combines sales tools with a wider marketing platform. Zoho CRM targets organizations seeking a broad business application suite. Pipedrive focuses on visual pipeline management.

Does Dynamics 365 Sales Professional have a free trial?

Yes. Microsoft documents a 30-day free trial for Dynamics 365 Sales.

What platforms support Dynamics 365 Sales Professional?

Users can access the application through supported web browsers on Windows and macOS. Microsoft also supports mobile access through Power Apps on iOS and Android.

Does it have an API?

Yes. Because Sales runs on Microsoft Dataverse, developers can use the Dataverse Web API, an OData-based REST service for reading and managing records.

Which integrations are documented?

Microsoft documents integrations with Microsoft Teams, LinkedIn Sales Navigator solutions, ZoomInfo and sample softphone scenarios. Power Platform services can extend automation and reporting.

Is Copilot included with Sales Professional?

Microsoft’s licensing guidance distinguishes Sales Professional from higher editions for several advanced Copilot and sales-insight capabilities. Some agent functionality requires Copilot Credits or separate licensing.

Who is it best suited for?

It suits organizations that need core sales CRM functions and already use Microsoft 365, Dataverse or Power Platform services. Teams needing advanced sales intelligence should compare Enterprise and Premium licensing.

([learn.microsoft.com](https://learn.microsoft.com/en-us/power-apps/limits-and-config?utm_source=openai))